I can build an artifact or document with Breeze that will pull and do what I need it to do but then I can’t turn that into a “report” for whatever reason.
I would love to be able to add those documents or artifacts onto a dashboard. For example I build one showing the deal stage before it went to a Lost stage. It pulled the information perfectly but its not a report I can natively build without making a custom event or building new properties.
YES YES YES. One other workaround would be to let us add buttons to let others update the data or alow the use of workflows and/or schedule prompts to update de info.
I was able to organize the data in ways that is gets much more actionable to the team, but they rely on my to go everyday to breeze and ask for an update. It did not solve my need to use sheets+modals or to host this page somewhere else. And the dream would be to keep ir all inside hubspot.